List of related questions and answers «Managing Documents and Document Templates»
Download Excel document
In MVP, it was possible to create a document and, when opening it, choose to download or open in Excel. I don’t find such a function in OS, please ...
Rate the completion of the "Write document" action
the option "to attach the XLS version of the generated document to the subfield of the process with type File" is required in the action ...
Download document in pdf
https://crm.dobavki.ua/512188/ Procedure "Rahunok texture" When I click, the document opens in pdf https://crm.dobavki.ua/app/document/ma...
Not practicing Knowledge base
Good day, today, when you know the basics of knowledge, we will take a pardon - be right, be kind. https://owwa.crm-onebox.com/app/knowledgebase/ S...
Are you planning to improve the knowledge base?
Using the knowledge base is not as convenient as possible, except to search for the desired article through a global search, but if an employee doe...
Document's name
Is it possible to somehow insert a variable into the name of the document template in such a way that when it is formed, the name of the document d...
Urgently! BUG! All document templates are gone!
Good morning! We have lost all document templates. Products are not displayed in printable documents. https://crm.hotsalon.com.ua/admin/shop/docume...
1 answer
21.02.2022, 09:44
https://bizemigrant.crm-onebox.com/admin/customorder/oprikhodovanie/300/edit/ Here is the procedure for updating the data in the template https://b...
OS - Entities as in other lists
The knowledge base has not changed for the better for several years. The list of articles is just as gloomy and uncomfortable. Maybe it's worth...
Layout of documents, how to do it right?
We print template for assembly https://smallpet.crm-onebox.com/app/document/templates/15/control/ In the template we use - product_image This is ho...
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